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Aron Max Wegner

Mai Capital Management, LLC
6 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Mai Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

MAI negotiates fees at its discretion, resulting in clients under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131

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History

Regulatory History (1)
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Criminal
September 2014
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mai Capital Management, LLC
February 2022 - Present · 4 yrs
Previous Registrations
Regal Wealth Management, LLC
November 2021 - December 2021 · 1 mo
Nomura Securities International, INC.Broker
July 2017 - November 2019 · 2 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.